How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Wharton Business Group,

13F Portfolio OverlapQ1 2026Wharton Business Group, portfolio →

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Most similar hedge funds by 13F overlap

Wharton Business Group, LLC is an institutional investor managing $2.6B across 141 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Wharton Business Group, are Pinnacle Financial Group, / IL, Financially in Tune,, VSM Wealth Advisory,, with shared positions in $KKR, $MKL, $HUM, $UNIT, $CSX, $COP. The full ranking of 25 similar funds is below.

#1Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 4 shared positions

$KKR $MKL $HUM $UNIT

$365M

111 positions

#2Financially in Tune, LLCActive

Notable overlap · 4 shared positions

$KKR $MKL $HUM $UNIT

$116M

77 positions

#3VSM Wealth Advisory, LLCPassive

Notable overlap · 7 shared positions

$KKR $MKL $UNIT $HUM $CSX $COP

$335M

505 positions

#4Evergreen Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$KKR $MKL $HUM $UNIT

$194M

54 positions

#5Berkeley Capital Partners, LLCActive

Notable overlap · 4 shared positions

$KKR $MKL $BAC $COP

$431M

184 positions

#6FIDUCIARY ADVISORS, INC.Active

Notable overlap · 5 shared positions

$KKR $MKL $BAC $UNIT $COP

$133M

121 positions

#7Blake Schutter Theil Wealth Advisors, LLCPassive

Notable overlap · 5 shared positions

$KKR $MKL $HUM $BAC $COP

$123M

111 positions

#8KDT Advisors, LLCPassive

Notable overlap · 5 shared positions

$KKR $MKL $HUM $UNIT $UNP

$63M

69 positions

#9HOWARD WEALTH MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$KKR $MKL $HUM

$238M

142 positions

#10WEST BANCORPORATION INCPassive

Notable overlap · 4 shared positions

$KKR $MKL $HUM $WFC

$200M

98 positions

#11Catalyst Investment Management LLCPassive

Notable overlap · 4 shared positions

$KKR $HUM $MKL $BAC

$90M

65 positions

#12White Lighthouse Investment Management Inc.Active

Notable overlap · 5 shared positions

$KKR $HUM $UNIT $MKL $COP

$721M

145 positions

#13SWAN Capital LLCPassive

Notable overlap · 5 shared positions

$KKR $HUM $UNIT $FDX $MKL

$272M

554 positions

#14Caldwell Investment Management Ltd.Active

Notable overlap · 5 shared positions

$KKR $BAC $PWR $J $C

$255M

57 positions

#15Martel Wealth Advisors IncSmart money

Notable overlap · 4 shared positions

$KKR $HUM $UNIT $MKL

$587M

73 positions

#16Cherry Tree Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$KKR $MKL $UNIT $HUM $COP

$473M

582 positions

#17Employees' Retirement Fund of the City of Fort WorthActive

Notable overlap · 4 shared positions

$KKR $HUM $UNIT $COP

$230M

21 positions

#18truNorth Financial Services, Inc.Active

Notable overlap · 4 shared positions

$KKR $HUM $UNIT $COP

$97M

49 positions

#19Sherman Wealth Management LLCPassive

Notable overlap · 3 shared positions

$KKR $HUM $UNIT

$116M

80 positions

#20Talisman Wealth Advisors LLCPassive

Notable overlap · 4 shared positions

$KKR $HUM $MDLZ $WFC

$124M

101 positions

#21Western Pacific Wealth Management, LPActive

Notable overlap · 5 shared positions

$KKR $HUM $C $ASML $WFC

$98M

197 positions

#22Juno Financial Group LLCActive

Notable overlap · 3 shared positions

$KKR $HUM $CMI

$255M

70 positions

#23Joel Isaacson & Co., LLCActive

Notable overlap · 4 shared positions

$KKR $HUM $MKL $UNIT

$3.0B

455 positions

#24DAGCO, INC.Passive

Notable overlap · 4 shared positions

$KKR $HUM $CSX $COP

$461M

353 positions

#25Charter Capital Management, LLC\DESmart money

Notable overlap · 4 shared positions

$KKR $HUM $CSX $WFC

$200M

70 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.